Alex Schwartz

Financial Analyst

William Blair•  June 2019 - February 2020

Supported Operations Team and updated reports in Tamarac by cleaning data sets in Python and Excel. • Received 1st place out of six groups in the summer intern project by creating a financial literacy guide and proposing financial literacy events for client implementation. • Wrote and presented financial literacy PowerPoint decks to senior management. • Created various models for senior management using Excel, including: 1) a portfolio, budget, and mortgage calculator with comprehensive chapters about the time value of money and budgeting for the intern project; 2) multiple predictive models to forecast income statements and profitability of the Private Wealth Management division expansion under multiple dynamic assumptions; and, 3) a model to determine Wealth Advisor profitability in relation to their support. Models were presented by senior management to executive committee. • Conducted cost analysis of 2019 intern class, presented findings and 2020 summer program structure recommendations to management, and led a team of the winter interns to further the program’s structuring.

DePaul University

Data Science, MS•  September 2020 - Present

Concentration in Computational Methods.